No third option

We have to admit that we are more than dumbfounded at the incredible rise that Livongo is experiencing. Perhaps we should rephrase that as we witnessed something similar with Tandem but with Tandem there was a reasonable explanation as to why their shares went from the outhouse to the penthouse. With Livongo however there is no reasonable explanation.

Therefore we have concluded this is setting up as perhaps the greatest short of all time, and that’s saying something for we used to believe that while Tandem was sinking, they were the greatest short of all time. The other . . .

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